Documentation Index

Fetch the complete documentation index at: https://grantmaster.dev/llms.txt

Use this file to discover all available pages before exploring further.

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Portfolio Dashboard

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Overview

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Navigation and Routing

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Component Architecture

DashboardTabs                         (src/features/dashboard/DashboardTabs.tsx)
└── DynamicDashboard                  (src/components/DynamicDashboard.tsx)
    ├── useWidgetDashboard             (src/hooks/useWidgetDashboard.ts)
    └── WidgetDashboardBase           (src/components/widgets/WidgetDashboardBase.tsx)
        └── [Widget Components]       (lazy-loaded per category)

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DashboardTabs

• Reads :tab from the URL and maps it to a DashboardTabId
• Builds the tab list (SuperAdmins get the extra platform tab)
• Renders <PageTabs> for navigation
• Renders the active tab’s <DynamicDashboard> with the appropriate props
• Passes domain-specific infoWidgets (quick stat cards) where applicable

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DynamicDashboard

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WidgetDashboardBase

• Drag-and-drop widget reordering (via dnd-kit or similar)
• Loading skeleton layout
• Widget library slide-in panel (setShowLibrary)
• Empty state with optional “Add Widgets” call-to-action
• Lazy-loaded widget rendering

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Widget System

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Widget Categories

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Widget Counts by Tab

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Role-Based Widget Assignment

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Dashboard Preset Service

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computePreset(role, dashboardId, assignedWidgets, categoryFilter?)

1. Look up the curated order for (dashboardId, role) from CURATED_ORDERS.
2. Filter assignedWidgets by the tab’s category filter.
3. Add curated widgets first (in curated order), if available for the role.
4. For specialty tabs (not 'dashboard'): append remaining category widgets sorted by assignment.priority.
5. For the Personal tab ('dashboard'): skip step 4 — only curated widgets are shown by default. Remaining widgets go to the library.
6. Return { visibleOrder: string[], hidden: string[] }.

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Curated Widget Orders

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Reserved Library Widgets

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Dashboard Customization

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Edit Mode

• Add Widget — opens the widget library panel (setShowLibrary(true))
• Done — exits edit mode (setIsEditing(false))

const canCustomizeDashboard = dashboardId === 'dashboard' || isSuperAdmin;

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Widget Counter

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User Preferences Storage

• widgetPreferences — per-tab visible/hidden widget arrays and order
• dashboardPreferences — display settings (density, showGreeting, showTooltips, showOnboardingProgress)

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Personal Tab Features

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Personalized Greeting

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Dashboard Tooltip

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InfoWidgets

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Dashboard Template Editor

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useWidgetDashboard Hook

{
  categoryFilter: (category: WidgetCategory) => boolean;
  dashboardId: DashboardTabId;
}

• isEditing — whether edit mode is active
• visibleWidgets — ordered array of widget instances currently shown
• hiddenWidgets — widget instances available in the library
• allCategoryWidgets — all widgets for this category (visible + hidden)
• isLoading — loading state for widget registry/preferences

• setIsEditing(boolean)
• setShowLibrary(boolean)
• moveWidget(fromIndex, toIndex) — reorder within the grid
• showWidget(widgetId) / hideWidget(widgetId) — toggle library membership
• resetToDefaults() — reapply DashboardPresetService.computePreset for the user’s role

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Data Flow

1. User navigates to /overview/:tab
2. DashboardTabs reads :tab → selects DashboardTabId
3. DynamicDashboard resolves effectiveCategoryFilter via DashboardPresetService
4. useWidgetDashboard loads:
   a. User's role from RBACContext
   b. Widget registry (filtered by role + category)
   c. User preferences from currentUserProfile (or computes preset if none)
5. WidgetDashboardBase renders visible widgets (lazy-loaded)
6. User can drag to reorder or open widget library to show/hide
7. Changes are persisted back to currentUserProfile in Firestore

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Key Files Reference